Appointment Coordinator

4 weeks ago


Nashville, Tennessee, United States Advisor Employee Services Full time
Appointment Coordinator Opportunity

We are seeking a highly skilled and organized individual to join our team as an Appointment Coordinator. This role is perfect for someone who is passionate about building relationships and providing exceptional customer service.

Key Responsibilities:
  • Engage with prospective clients to schedule appointments
  • Implement and assist in the creation of contact strategies to keep open leads engaged with the brand
  • Track weekly and monthly progress of all calls made in CRM system
  • Consistently follow up with prospective clients
  • Assist in the management of the Advisor's calendar through setting first appointments
Requirements:
  • 2+ years of experience working alongside a Financial Advisor or within a sales role
  • Proficient with MS Office Suite
  • Experience with a CRM
  • Exceptional time management skills
What We Offer:
  • $50,000-$60,000 salary
  • PTO
  • 401(k) Match at 90 Days

Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states. We are committed to providing exceptional service to our clients and are seeking a talented individual to join our team.



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